Matthew Williamson is a registered investment advisor at 11 Financial, based in Birmingham, AL, with 8 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 133 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.25% |
| $7.5M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees are generally negotiable. For clients using Betterment, third-party platform fees of up to 0.25% may apply separately.
Fee Estimator
Location
Birmingham, AL
Get directionsHistory
Regulatory History (2)
Regulatory
November 2024Regulatory
August 2024Other Business Activities
Matthew teaches music lessons on weekends at Mason Music and runs sound for church services at St. Peters Anglican Church. These activities are not investment-related and take about 10-20% of his time and a few hours per week, respectively.
Employment History
Current Registrations
11 Financial
Previous Registrations
11 Financial
Williamson Asset Management LLC
11 Financial
Williamson Asset Management LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Jeffrey Mccormack, CFPSavant Wealth Management
- William Raymon, CFPBenjamin F. Edwards & Company, Incorporated
- Shannon Pike, CFPKassouf Wealth Advisors, LLC
- Billy Rayburn, ChFCNorthwestern Mutual Investment Services,llc
- Darren Hinshaw, CFALanark Financial, INC.
- Robert Russell, CFPSagespring Wealth Partners